Home | Contact Us

2020 Sessions

**Please note, not all sessions offered Q&A

General Sessions



GS1. Welcome & Opening Remarks

FSA Chief Operating Officer Mark Brown will reveal what's next for students and financial aid administrators in the Next Gen FSA initiative.

Download PDF of Presentation


GS2. Keynote Address
Secretary DeVos delivers her keynote remarks.


GS3. Legislative Update
This session will provide information about legislation that is currently under consideration in Congress or has been enacted into law. Additionally, this session will provide an overview of the legislation’s impact on schools, families, and borrowers.
Presented by: Ian Foss


GS4. Federal Update and Coming Attractions
ED will present information and updates about ED’s Title IV activities and initiatives, including information about ED’s regulatory efforts, major operational updates, and reminders.
Presented by: Annmarie Weisman and Cynthia Hammond

Download PDF of Presentation


GS5. Federal Update: COVID-19 Higher Education Policy
In this session, you will hear information and updates about ED’s COVID-19 higher education policy and related regulatory relief efforts as a result of the federally declared national emergency. Specifically, this session will provide an in-depth, chronological review of the Department’s guidance related to COVID-19 that affect the Title IV-HEA programs. ED will further discuss guidance for relief and flexibilities provided under the CARES Act.
Presented by: David Musser and Greg Martin

Download PDF of Presentation


GS6. Day 2 Keynote Address: Helping Students and Institutions During Unprecedented Times
In this session, you will hear about the regulatory flexibilities we have provided in the wake of COVID-19 and see examples of institutions rising to the challenge. The speaker will also update people on the new regulations that went into effect on July 1, 2020.
Presented by: Diane Jones


GS7. StudentAid.gov and Mobile App Walkthrough and Coming Attractions
Get the latest information and updates on Next Gen FSA’s key customer platforms—StudentAid.gov and the myStudentAid mobile app. In this session, we’ll provide an overview of the website and mobile app, and we’ll walk through features that continue to advance the vision of a more personalized, user-friendly experience for parents, students, and borrowers. We’ll also highlight improvements you (and FSA customers) can expect in the future.
Presented by: Tait Chamberlain and Nick Dvorscak

Download PDF of Presentation
View Questions & Answers


GS8. FSA Next Gen Introduces FSA Partner Connect
An in-depth look into the March 2021 launch of FSA Partner Connect, the first one-stop digital platform for partners. FSA will provide an overview of our plans for FSA Partner Connect, the new introductory capabilities that will be available soon and what's coming next to further improve the partner experience.
Presented by Robin Minor, Shamarli Kollock, and Amber Johnson

Download PDF of Presentation



Breakout Sessions



1. FSA E-Training Website Virtual Demonstration
Join us as we conduct a virtual walkthrough of FSA’s e-training website, located at fsatraining.ed.gov. We will highlight the training products the website offers, including the FSA Coach Fundamentals training series, individual courses covering major Title IV concepts, system and software training, and recorded webinars. We will also demonstrate the learning plan function, which allows users to design a custom learning plan and allows managers to assign training courses to their staff. Finally, we will demonstrate the site’s FAA toolkit, a great resource for hardworking financial aid professionals.
Presented by: Trey Harrison

Download PDF of Presentation
View Questions & Answers





2. Administering Disbursements
We will explore the flexibilities and restrictions when handling Title IV funds. In this session, we will discuss various aspects of properly disbursing Title IV funds, including Title IV credit balances, early and late disbursements, post-withdrawal disbursements, and retroactive disbursements. In addition, we will review G5 drawdowns, G5 and Common Origination and Disbursement (COD) System interactions, and timely and accurate system reporting.
Presented by: Trevor Summers

Download PDF of Presentation
View Questions & Answers





3. Administering Adds, Drops, and Withdrawals
This session will address the activities a financial aid administrator must perform when a student adds or drops courses as well as when a student withdraws (excluding R2T4 calculation). Case scenarios involving recalculation rules and census dates in various situations as students add and drop courses will be discussed. This session will also provide an in-depth explanation of student withdrawals on topics such as school attendance, official and unofficial withdrawals, and determining the date of withdrawal.
Presented by: Benedict Dorsey

Download PDF of Presentation
View Questions & Answers





4. Title IV Reconciliation: What's in Your Toolkit?
Do you want to hone the tools in your Title IV reconciliation toolkit? Or do you need assistance in identifying the right tool(s) for the job? Then this session is for you! We will discuss the key concepts for reconciliation of federal student aid program funds (Direct Loans, Federal Pell Grants, Teacher Education Assistance for College and Higher Education (TEACH) Grants, and the Campus-Based Programs), as well as end-of-year processing and closeout. Then, we will open our tool kit and explore tips, tools, and resources for use by financial aid and business office staff, including new and updated items you don’t want to miss.
Presented by: Allison Richards (PPO)

Download PDF of Presentation
View Questions & Answers





5. National Student Loan Data System (NSLDS®) Update
In this session, we will recap the changes made to the NSLDS® website and reports for schools in 2020. This will include a high-level review of updates made to support Loan Data, Enrollment Reporting, and other NSLDS functionality as well as a preview of NextGen NSLDS.
Presented by: Helen Hidalgo and Lisa Walker

Download PDF of Presentation
View Questions & Answers





6. Common Origination and Disbursement (COD) Update
This session will provide an overview of recent modifications to the COD system for the 2019–20 and 2020–21 processing cycles, as well as other changes impacting Direct Loan and Grant Programs. This session will also include information about anticipated system enhancements and modifications for the upcoming 2021–22 award year.
Presented by Taneka Chialastri and Marie Fitzpatrick

Download PDF of Presentation
View Questions & Answers





7. Satisfactory Academic Progress (SAP) Guidance: A Series of Q&As
Every institution that participates in the Title IV programs must develop an SAP policy. However, no two SAP policies are exactly alike, since institutions have a lot of flexibility with how they incorporate both required and optional components within their policy. Because of the variety of elements and importance of maintaining a proper SAP policy, schools have had lots of questions and concerns about their SAP policies over the years. This session will present Departmental guidance shared with schools over the last several years in a question-and-answer format. We will explore requirements associated with key areas, including qualitative and quantitative (pace) measurements, maximum time frame, warning and probation periods, appeals, and academic plans.
Presented by: David Bartnicki

Download PDF of Presentation





8. Submitting the FISAP - It’s a Balancing Act!
This session will focus on gaining a better understanding of how to successfully complete the annual Fiscal Operations Report and Application to Participate (FISAP) form for institutions that participate in federal Campus-Based programs. This session will provide important tips and reminders to assist schools, with special emphasis on the challenges associated with Part III of the form— reporting for the Federal Perkins Loan Program. The session will also highlight the annual funding processes for the Federal Work Study (FWS) Program and Federal Supplemental Education Opportunity Grant (FSEOG) Program and will explain how they can be impacted by common FISAP reporting errors.
Presented by: Greg Gerrans, Rebecca Meyers, and Alanna Nelson

Download PDF of Presentation





9. Professional Judgment
This session will provide an overview of the statutory ability to make case-by-case adjustments based on special circumstances, commonly known as professional judgment (PJ). The session will include information on the use of PJ during the declaration of a national emergency related to COVID-19.
Presented by: Annmarie Weisman

Download PDF of Presentation





10. Negotiated Rulemaking: How to Get Involved
This session will provide an overview of the negotiated rulemaking process, with an emphasis on opportunities for involvement for financial aid administrators and other institutional officials.
Presented by: Annmarie Weisman

Download PDF of Presentation





11. Regulatory Update - Financial Responsibility
This session will provide an overview of the changes made by the 2019 Final Regulations to the financial responsibility provisions.
Presented by: John Kolotos, Rhonda Puffer, and Chris Vierling

Download PDF of Presentation
View Questions & Answers





12. Regulatory Update - Distance Education
From January through April 2019, the Department conducted a series of negotiated rulemaking sessions on topics intended to promote greater access for students to high-quality, innovative programs. This session will discuss the resulting final regulations for distance education and innovation, which make several revisions to Part 600 and Part 668, including in the areas of distance education, direct assessment, competency-based programs, foreign institutions, written arrangements, R2T4, and clock-to-credit-hour conversion.
Presented by: Greg Martin

Download PDF of Presentation





13. Regulatory Update - TEACH Grant and State Authorization Distance Education Final Regulations
From January through April 2019 the Department conducted a series of negotiated rulemaking sessions on topics intended to promote greater access for students to high-quality, innovative programs. This session will discuss the resulting final regulations for both the TEACH Grant Program and state authorization for distance education.
Presented by: Sophia McArdle, PhD

Download PDF of Presentation





14. Higher Education Emergency Relief Fund (HEERF) Reporting
Congress set aside approximately $14.25 billion of the $30.75 billion allotted to the Education Stabilization Fund through the CARES Act for the Higher Education Emergency Relief Fund (HEERF). This session will provide an overview of these funds and their distribution, as well as reporting requirements for recipients of HEERF.
Presented by: Soren Lagaard, Christopher McCaghren, and Beatriz Ceja

Download PDF of Presentation
View Questions & Answers





15. Institutions of Higher Education and Controlled Unclassified Information
Presented by: Mia Jordan

Download PDF of Presentation






16. Public Service Loan Forgiveness (PSLF) and Temporary Expanded PSLF (TEPSLF)
This session will include discussions about the programmatic aspects and implementation of the PSLF Program and the Temporary Expanded PSLF opportunity, updates to the Department's processes, and updates to the PSLF Help Tool.
Presented by: Ian Foss and Christine Isett

Download PDF of Presentation
View Questions & Answers





17. Student Eligibility
There are many factors to consider when determining a student’s eligibility for FSA programs, such as whether the applicant is a U.S. citizen or permanent resident, whether he or she is enrolled in an eligible program, and whether he or she has a defaulted FSA loan. In this session, attendees will receive an overview of the eligibility requirements for students and the institution's responsibilities in ensuring that recipients qualify for their financial aid offers.
Presented by: David Bartnicki and Aaron Washington

Download PDF of Presentation





-->

18. Return of Title IV Funds: Resources and Q&A
Have you been waiting to stump the feds with your tricky Return of Title IV Funds (R2T4) questions? This is your chance! This session will provide a high-level overview of the R2T4 requirements and resources. Then it will offer an extended question-and-answer period with the Department's experts on the topic. This year, our experts will be responding to frequently asked questions that were sent in by the community prior to the session.
Presented by: Greg Martin and David Musser

Download PDF of Presentation





19. Verification (2020–21 and 2021–22)
This session will include a discussion of the verification requirements for the 2021–22 Free Application for Federal Student Aid (FAFSA®) cycle and review verification issues related to the 2020–21 FAFSA cycle.
Presented by: Kerri Moseley Hobbs, Ed Pacchetti, and Aaron Washington

Download PDF of Presentation





20. Program Review Essentials
Does the thought of a program review keep you up at night? Would you like a better understanding of overall process? If so, this session is for you. We will walk through the entire program review process, discuss selection criteria that typically trigger a program review, and provide helpful information about what to expect and what is expected of you if your school is chosen for one. You will also learn what you can do ahead of time to be prepared in case you receive the call. Do not miss this helpful and informative session!
Presented by: Arva Thomas

Download PDF of Presentation
View Questions & Answers





21. Top 10 Compliance Findings
Are you curious about the causes of FSA’s Top 10 compliance audit and program review findings? We surveyed deficient compliance audits and program review reports issued in fiscal years 2018 and 2019 to bring you the latest information. Come learn what you can do to stay in compliance with Title IV regulations and statutes through training and strengthening internal controls. Enjoy the benefits of a clean compliance audit and/or program review!
Presented by: Effie Barnett

Download PDF of Presentation
View Questions & Answers





22. Maintaining Your Institutional Eligibility
This session will cover what FAAs need to know about maintaining their school’s eligibility to participate in Title IV programs. Topics include: the recertification process focusing on the requirements and the preparations schools should be conducting in the three to six months prior to submitting their applications; what events trigger the need to submit an updated eligibility application; the information a school needs to submit for different types of eligibility applications; and common errors and pitfalls to avoid while submitting eligibility applications.
Presented by: Kai Kimbrough and Susan Bowder

Download PDF of Presentation
View Questions & Answers





23. Cybersecurity - The Challenges Facing FAAs
The focus of this session is on cybersecurity challenges facing financial aid administrators (FAAs) and information technology (IT) managers. Highlights of this session include a discussion of the current cybersecurity threats, school cybersecurity incidents, compliance requirements, and best practices for data protection and identity theft. Additional topics include the impact to institutes of higher learning (IHEs) concerning the Gramm-Leach-Bliley Act (GLBA) cybersecurity requirements, and National Institute of Standards and Technology (NIST) Special Publication 800-171 for protecting controlled unclassified information (CUI) in non-federal information systems and organizations.
Presented by: Daniel Commons

Download PDF of Presentation
View Questions & Answers





24. Student Financial Empowerment
Come hear about Federal Student Aid’s initiative regarding student financial empowerment (SFE). SFE is a broad concept impacting many levels of a student’s educational journey, including elementary, secondary, and postsecondary. SFE is about empowering students with the tools and information, especially at the secondary level, which they can use to make informed decisions about their educational and career pursuits. This session will explore FSA’s vision of SFE focusing on three competencies to help students achieve their goals as it relates to choosing and financing their postsecondary education: Prepare, Succeed and Repay. Existing FSA tools that currently support these competencies will be discussed. Some examples of successful SFE activities by organizations in the educational community will be highlighted. The presentation will feature a method by which you can share your SFE ideas with FSA for possible implementation or potential future partnerships.
Presented by: Laura Shuler, Katherine Porter, ET Winzer, Kevin Campbell

Download PDF of Presentation





25. FSA Partner Connect Preview
In this session, we'll dive more deeply into FSA Partners Connect. We'll show you how to navigate the new site, which includes a new Knowledge Center, replacing the existing Information for Financial Aid Professionals (IFAP) website. We'll also walk through other key features of FSA Partner Connect, including the Partner Dashboard and School Profile, and will provide tips for getting the most out of the new solution.
Presented by: Kwaku Appiah, Eric Hardy, Shamarli Kollock

Download PDF of Presentation
View Questions & Answers





26. Accessing FSA Partner Connect for Destination Point Administrators
In this session, we'll provide information about our plan to provide access to FSA Partner Connect. This session is geared towards primary and secondary destination point administrators (DPAs). We'll show you how to navigate the new site, with a focus on managing account access and enrolling other users.
Presented by: Natalia Kanaeva, Katrina Raysor, Shamarli Kollock

Download PDF of Presentation
View Questions & Answers





27. Annual Student Loan Acknowledgment
This session will provide an overview of the Annual Student Loan Acknowledgement tool on StudentAid.gov. We will show you what the borrowers see and highlight the various user experiences based on the information we have when they login. You will learn about planned future enhancements as well.
Presented by: Shaneek Celedon

Download PDF of Presentation
View Questions & Answers





28. Internal and External Threats Facing Title IV Institutions
Special agents and analysts from the Office of Inspector General (OIG) will discuss internal and external financial aid fraud threats currently facing institutions of higher education. The presenters will discuss real case examples of these threats, and how OIG’s investigative mission to combat fraud and abuse in federal student aid programs can help your organization safeguard those programs by identifying and detecting fraud. The presenters will illustrate complex and common fraud schemes, brief you on indicators that can help you detect internal and external fraud, discuss the criminal and civil remedies sought by OIG, and inform you concerning how to report potential fraud to OIG. A question-and-answer period is planned as part of this presentation.
Presented by: Yessyka Santana and Geoffrey Wood

Download PDF of Presentation
View Questions & Answers





Foreign Schools



FS1. Academic Calendars
This session will describe how the structure of the academic programs at your institution impact the awarding and disbursing of Federal Direct Loans. Guidance will be provided on the requirement for defining the Title IV academic year for each program, how the structure of the academic program determines the amount of Direct Loans to be awarded using a Standard Academic Year (SAY) or a Borrower Based Academic Year (BBAY), and how the program structure impacts the timing of Federal Direct Loan disbursements.
Presented by Byron Scott

Download PDF of Presentation
View Questions & Answers





FS2. Cash Management & Disbursements
This session will describe the funding process for Direct Loans including how the disbursements your institution reports results in funds becoming available in the G5 system. Guidance will be provided on the determination of immediate funding needs, ways to avoid excess cash, and the timing of disbursements and returning funds. In addition, we will review timely and accurate system reporting, and how to update or correct information previously reported to the COD system.
Presented by Byron Scott

Download PDF of Presentation
View Questions & Answers









Some of these documents may require Adobe Acrobat Reader, XLS, or DOC plug-ins to view.